Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
2025
Q1
$239K Hold
2024
Q4
$247K Buy
2024
Q3
$222K Hold
2024
Q2
$203K Hold
2024
Q1
$211K Hold
2023
Q4
$232K Hold
2023
Q3
$174K Hold
2023
Q2
$173K Buy
2021
Q2
Sell
2021
Q1
$462K Sell
2020
Q4
$447K Buy
2020
Q3
$365K Buy
2020
Q2
$410K Hold
2020
Q1
$401K Sell
2019
Q4
$499K Sell
2019
Q3
$543K Sell
2019
Q2
$542K Buy